Nvidia CEO Jensen Huang said on Wednesday that the company's Vera Rubin AI accelerator is already in production with major volumes coming, directly refuting claims from research firm SemiAnalysis that manufacturing delays were affecting the platform. The denial is significant because the delay report had raised concerns that competitors like AMD could use the time to advance their own AI accelerator products.
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Nvidia CEO Jensen Huang told reporters at a Tokyo developer event on Wednesday that the company's next-generation Vera Rubin AI accelerator is already in production with "giant amounts of production incoming," contradicting a SemiAnalysis report claiming manufacturing delays on a specialized circuit board used in the Vera Rubin and Kyber rack systems.
Why it matters
The SemiAnalysis report had raised investor concerns that delays could allow competitors like Advanced Micro Devices to gain ground with their MI350 and MI400 AI accelerator offerings. Huang's statement, backed by Nvidia's official confirmation that the Vera Rubin platform remains on track, is intended to reassure the market that the company's roadmap is intact.
What to watch
Nvidia shares were down about 1% late morning on Wednesday following the report, suggesting investor skepticism about the delay claims persists despite the CEO's public reassurance.
Nvidia CEO Jensen Huang responded directly to manufacturing concerns on Wednesday at a developer event in Tokyo, telling reporters that "Vera Rubin is already in production. Giant amounts of production incoming," according to Bloomberg. His comments were a direct rebuttal to a SemiAnalysis report published earlier, which claimed that Nvidia's Vera Rubin AI server rack system and its Kyber rack platform were facing delays. SemiAnalysis cited challenges in manufacturing a specialized circuit board that connects electronic modules as the source of the bottleneck. The report had raised concerns among investors that such delays could provide an opening for AMD and its competing MI350 and MI400 AI accelerator products. Nvidia moved quickly to contain the damage, with a company spokesperson stating that the Vera Rubin platform remains on track and that no roadmap has been pushed back. Huang's direct public response—his first on the matter—emphasized that production volumes are ramping as planned. Despite the CEO's reassurance, Nvidia shares closed down about 1% late morning on Wednesday, suggesting investors remained cautious about the underlying supply chain risk.
The tension between Nvidia's public assurance and the SemiAnalysis report reflects the high stakes in the AI accelerator market. SemiAnalysis is noted for its deep expertise in Nvidia's supply chain and infrastructure, which is why its report gained attention among industry observers and triggered investor concern. Huang's statement—emphasizing that production is ramping "as planned"—appears designed to signal that no meaningful setback has occurred and that the company remains ahead of competitors seeking to capture share in the booming AI infrastructure market.
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